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Financial advisor Thomas Pacilio pleads guilty to false tax return

Thomas Pacilio admitted that he hid more than $1 million in proceeds over four years from the sale of his practice to RSM Wealth.

Thomas pacilioJohn langstonStan twardyRevenue serviceAlcamo holdingExchange commission investment adviser public disclosureRepublic capital groupInternal revenue serviceConnecticut based clapboard hill private wealthClapboard hillMcgladrey wealth managementWealth managementCapital groupParallel advisorsAutus asset managementExchange commission

Ex-LPL branch Level Four acquires Mid-Atlantic Securities

Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.

United statesJimmy gloverEdmon jakeBriggs ingramRaymond jamesStephen langloisJohn nashJohn langstonFinancial groupLevel four groupRepublic capital groupTd ameritradeHarbor financial servicesBoenning scattergood private client groupKestra holdingsCharles schwab

Mercer Advisors Acquires Empyrion Wealth Management, Inc

/PRNewswire/ Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Empyrion.

United statesKimberly fossChris tofalliDavid bartonChris tofalli public relationsMercer global advisors incInvestments wealth instituteRepublic capital groupCertified financial planner board of standards incRegis acquisition incMercer advisors incEmpyrion wealth management incRegis management companyPrnewswire mercer global advisors incDimensional fund advisorsServices law group inc

$5 7B RIA Parallel gets investment from Golden Gate

In a transaction highlighting complex dealmaking at the start of 2023, Parallel Advisors acquired a firm then added a capital partner.

United statesPalm beach gardensNew providenceSan franciscoAlvarium tiedemannKarl heckenbergPeter raimondiJohn langstonMichael tiedemannDan haspelNassau financial groupEmigrant bank partnersAlvarium tiedemann holdingsRepublic capital groupFrancisco based parallel advisorsAutus asset management

2023 Kicks Off with Several RIA M&A Announcements

Deals from Prime Capital Investment Advisors, Carnegie Investment Counsel, Parallel Advisors, EP Wealth and more ended 2022 and kicked of 2023.

New yorkUnited statesNew hampshirePatrick goshtigian scottGlenn spencerNick stonningtonKarl heckenbergJeff burchAmyn mooljiJohn langstonNick treppScott uphamWes creeseErik christmanAdam birenbaumLos angeles

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